Jeff Mizner, Financial Advisor

Financial Advisor
Jeff Mizner

CFP®, AAMS®
301 Woodlands Pkwy Ste 5, Oldsmar, FL 34677opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Hiking
  • Backpacking
  • Reading
  • Auto Racing

Team Members

  • Becky Recchia
    Sr. Branch Office Administrator
  • Anne Witherell
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(727) 787-1419

Fax

(888) 233-5598

Office Address

301 Woodlands Pkwy Ste 5
Oldsmar, FL 34677opens in a new window

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